You are Currently Visiting The NCBA CLE Online Catalog & Learning Portal

Wednesday, November 27, 2019, 1:00-2:00pm

The use of trust protectors and trust advisers are increasingly commonplace in in trust and estate planning.

Trust protectors stand in the shoes of the trust settlor, ensuring that his or her wishes are fulfilled. Appointed the settlor, they are independent of trustees, potentially wielding substantial power over the trustee’s decisions, including adding or removing beneficiaries, making distributions, or even removing the trustee.

The idea is the trust protector will have a global vision of the settlor’s wishes, judge trustee performance, and beneficiary needs. But these innovations come with administrative inefficiencies, additional costs, and complicated drafting.

This program provides a practical guide to planning with and drafting the duties of trust protectors and trust advisers for client trusts.

  • Role, sources of authority, and duties of trust protectors
  • Differences between trust protectors and trust advisers
  • Relationship of trust protectors to trust settlor, trustees, and beneficiaries
  • Powers of trust protectors – trustee removal, investment veto, trust termination, beneficiary modification, direct distributions
  • Costs and administrative issues of trust protectors and trust advisers
  • Statutory and common law forms of trust protectors

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
November 27, 2019 1:00 PM Eastern
1 hour
Registration Fee:
How to Use Trust Protectors in Client Plans | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY.  Coming Soon. 
Speaker Information
Daniel L Daniels   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass